SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: add who wrote (37758)3/2/2000 11:09:00 PM
From: Barry Grossman  Respond to of 93625
 
Thread,

I just found this interesting SI post by George Gilder from 9/97. Can any of you please explain what became of memory access technology which requires the integration of logic on DRAM.? Anyone know what Gilder's take has been on Rambus?

Message 2291857

To: Rick Kiray who wrote (77)
From: George Gilder Friday, Sep 26, 1997 8:11 PM ET
Reply # of 3007

I'm afraid I had nothing to do with that rather ridiculous
though provocative headline about shorting Intel. I certainly do not advocate shorting Intel. However, the bottleneck in new computer architectures, and thus the arena of greatest potential value added, is no longer in the microprocessor but in the memory access technology which requires the integration of logic on DRAM. David Paterson's model sees his design prevailing first in DSPs. NeoMagic, I believe is the name, has already built a large graphics chip business on this architecture, and watch out for Mitsubishi, Samsung, Micron/LSI Logic, and TI, among others.